Forma.ai vs Xactly Incent

Forma.ai7.4Visit Xactly Incent7.3Visit

Higher score Forma.ai #3 in Commission Software 7.4/10 Pricing on request ✓ 3 of 6 features Visit Forma.ai

vs

Xactly Incent #4 in Commission Software 7.3/10 Pricing on request ✓ 0 of 6 features Visit Xactly

• Forma.ai fits best

  Enterprises with complex data environments

• Xactly Incent fits best

  Established teams needing mobile incentive visibility

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Side by side

Feature	Forma.ai 7.4/10 Visit ↗	Xactly Incent 7.3/10 Visit ↗
At a glance
Editor score	7.4	7.3
Ranking	#3 in Commission Software	#4 in Commission Software
Best for	Enterprises with complex data environments	Established teams needing mobile incentive visibility
Pricing model	Paid	Paid
Starting price	Not published	Not published
Free plan	Not published	—
Free trial	—	—
Deployment	Cloud	Cloud, Mobile
Support	Email, Phone	Phone, Tickets, Community, Docs
Compliance	SOC 2, GDPR	SOC 2, GDPR, 2FA
Integrations	600+ integrations	11 integrations
Built for	Enterprise	Mid-market, Enterprise
Features Forma.ai 3/6 · Xactly Incent 0/6
Tiered commissions	Not published	Not published
Quota attainment tracking	✓ (best)	Not published
Clawbacks and adjustments	✓ (best)	Not published
Approval workflows	Not published	Not published
CRM data sync	Not published	Not published
Payroll export	✓ (best)	Not published
Specs
Payout schedule	Not published	Not published
Our review
Pros	Models plans and scenarios alongside automated commission calculations Connects CRM, ERP, HRIS, spreadsheets, and proprietary systems Covers disputes, payroll reporting, validation, ETL, and audit trails	Automates complex commission calculations with configurable plan rules and quotas Tracks attainment, earnings, payouts, and disputes in reporting dashboards Offers web, iOS, and Android access with business-system integrations
Cons	Enterprise-focused fit may be excessive for smaller teams Pricing is customized and requires contacting Forma.ai Onboarding and implementation carry a one-time fee	Pricing is quote-based and requires contacting sales There is no self-service trial; evaluation uses tailored demos Advanced features such as ASC 606 compliance start in Incent Plus
Our verdict	Forma.ai brings incentive compensation management and sales performance workflows together for complex, global go-to-market organizations. It is aimed at enterprise teams across sales operations, revenue operations, finance, HR, and sales… Read the review →	Xactly Incent is incentive compensation management software for sales compensation, finance, revenue operations, human resources, and sales leaders. It is designed for mid-market and enterprise organizations managing complex compensation… Read the review →

Strengths and trade-offs

• Forma.ai — where it wins

  • Models plans and scenarios alongside automated commission calculations
  • Connects CRM, ERP, HRIS, spreadsheets, and proprietary systems
  • Covers disputes, payroll reporting, validation, ETL, and audit trails

  Where it doesn't

  • Enterprise-focused fit may be excessive for smaller teams
  • Pricing is customized and requires contacting Forma.ai
  • Onboarding and implementation carry a one-time fee

• Xactly Incent — where it wins

  • Automates complex commission calculations with configurable plan rules and quotas
  • Tracks attainment, earnings, payouts, and disputes in reporting dashboards
  • Offers web, iOS, and Android access with business-system integrations

  Where it doesn't

  • Pricing is quote-based and requires contacting sales
  • There is no self-service trial; evaluation uses tailored demos
  • Advanced features such as ASC 606 compliance start in Incent Plus

• Forma.ai7.4/10 · Pricing on request

  A broad commission platform for enterprises managing complex plans, data, and workflows.

  Visit Forma.aiFull verdict →
• Xactly Incent7.3/10 · Pricing on request

  Complex commission calculations, quota visibility, and payout tracking with mobile access.

  Visit XactlyFull verdict →